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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
701
TCI Wealth Advisors
Arizona
$7K +$6.52K +117 New
CWA
702
Clarus Wealth Advisors
Arizona
$7K +$7.02K +126 New
MS
703
Marshall & Sullivan
Washington
$6.83K +$6.07K +109 New
PW
704
Price Wealth
Texas
$6K -$1.9K -34 Closed
MSFP
705
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
AC
706
Avestar Capital
New York
$6K +$557 +10 +8%
IFAM
707
Institutional & Family Asset Management
Colorado
$6K +$613 +11 +13%
GWS
708
Glassman Wealth Services
Virginia
$6K +$4.51K +81 +476%
LF
709
Lee Financial
Texas
$5K – – –
OFW
710
Omnia Family Wealth
Florida
$4K – – –
RIA
711
RPG Investment Advisory
California
$3K -$30.6K -550 -93%
BFC
712
Bedel Financial Consulting
Indiana
$3K -$2.51K -45 -52%
NCM
713
New Capital Management
Texas
$3K – – –
MIM
714
Macroview Investment Management
Maryland
$3K +$56 +1 +2%
TFO
715
Tarbox Family Office
California
$3K +$1.67K +30 +125%
CFC
716
Coyle Financial Counsel
Illinois
$3K +$2.67K +48 New
PMG
717
ProVise Management Group
Florida
$2.97K -$93.8K -1,684 -3%
ML
718
McAdam LLC
Pennsylvania
$2K -$24.5K -440 -94%
TFA
719
Transamerica Financial Advisors
Florida
$2K -$279 -5 -21%
AWM
720
Avior Wealth Management
Nebraska
$2K -$223 -4 -13%
IF
721
Ironwood Financial
Arizona
$2K – – –
WWMSC
722
Wagner Wealth Management (South Carolina)
South Carolina
$2K – – –
LFA
723
Legacy Financial Advisors
Kentucky
$2K +$223 +4 +16%
AIS
724
Accurate Investment Solutions
Pennsylvania
$1K – – –
OFS
725
Orrstown Financial Services
Pennsylvania
$1K – – –
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